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Vanguard Dividend Appreciation ETF

1,719 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 667 increasing their positions, 474 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 55

82% more call options, than puts

Call options by funds: $104M | Put options by funds: $57.5M

41% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 474

17% more funds holding in top 10

Funds holding in top 10: 206242 (+36)

16% more funds holding

Funds holding: 1,4861,719 (+233)

15% more capital invested

Capital invested by funds: $26.3B → $30.3B (+$4.04B)

0.59% more ownership

Funds ownership: 43.47%44.06% (+0.59%)

Holders
1,719
Holders Change
+233
Holders Change %
+15.68%
% of All Funds
26.45%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.72%
New
310
Increased
667
Reduced
474
Closed
55
Calls
$104M
Puts
$57.5M
Net Calls
+$46.9M
Net Calls Change
+$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1751
Interchange Capital Partners
Pennsylvania
-$336K -2,191 Closed
FIA
1752
Foundations Investment Advisors
Arizona
-$291K -1,871 Closed
Marshall Wace
1753
Marshall Wace
United Kingdom
-$275K -1,790 Closed
Members Trust
1754
Members Trust
Florida
-$266K -1,707 Closed
WF
1755
WoodTrust Financial
Wisconsin
-$259K -1,684 Closed
SIG
1756
Sargent Investment Group
Maryland
-$231K -1,501 Closed
CFG
1757
Cooper Financial Group
California
-$220K -1,431 Closed
CIC
1758
Cornercap Investment Counsel
Georgia
-$220K -1,431 Closed
IWS
1759
Insight Wealth Strategies
California
-$212K -1,378 Closed
VCWA
1760
Vanguard Capital Wealth Advisors
Colorado
-$200 -1,303 Closed
CQS
1761
Credential Qtrade Securities
-$143K -933 Closed
GPA
1762
Guidance Point Advisors
Massachusetts
-$134K -878 Closed
LIA
1763
LS Investment Advisors
Michigan
-$131K -853 Closed
GGI
1764
Godsey & Gibb Inc
Virginia
-$123K -799 Closed
FNBOSM
1765
First National Bank of South Miami
Florida
-$73K -475 Closed
APWA
1766
Atlas Private Wealth Advisors
New Jersey
-$55K -357 Closed
KIG
1767
Kowal Investment Group
Wisconsin
-$32K -207 Closed
IF
1768
Ironwood Financial
Arizona
-$29K -190 Closed
CI
1769
CX Institutional
Indiana
-$16K -106 Closed
GIA
1770
Goodwin Investment Advisory
Georgia
-$8K -52 Closed
EWM
1771
Evermay Wealth Management
Virginia
-$7K -43 Closed
TFM
1772
TFC Financial Management
Massachusetts
-$6K -37 Closed

VIG Hedge Fund Activity: Q4 2021 in Review

1,719 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q4 2021, worth a combined $30.3B — up 15% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 310 funds opened new VIG positions and 55 closed out — a net gain of 255 holders — while 667 added to existing stakes and 474 trimmed.

The largest buyer was Bank of America, adding an estimated $599M. The largest seller was Vanguard Group, cutting an estimated $249M.

  • 1,719 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q4 2021, up from 1,486 in Q3 2021.
  • Funds reported $30.3B of Vanguard Dividend Appreciation ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 310 funds opened new Vanguard Dividend Appreciation ETF positions in Q4 2021 and 55 closed out, a net change of +255 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q4 2021 was Bank of America, an estimated $599M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q4 2021 was Vanguard Group, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2021.